Omar Khan on Pursuing Financial Independence

Episode 11

On this Episode of Fulfillment Equation

While money isn’t everything, there is certainly a component of finding freedom that involves financial independence. In this week’s podcast, I am talking to Omar Khan, a leader in the financial services industry and co-owner of Theta Trading, a financial education company. As Omar says of financial independence: “It’s about putting yourself in a position to be able to own your own time and do what you want to do”. In our conversation we touch on the topics of financial literacy, how buying stuff doesn’t buy fulfillment, and the relationship between discipline and regret. Omar also gives practical tips and tricks on increasing your revenue and on teaching your kids financial literacy to prepare them for adulthood.

Finally, together we build Omar’s equation: 10W + 2g + 2k

About the Guest

Omar Khan’s career spans more than 20 years in financial services. Starting out in the brokerage arm of a Big Five Canadian bank, he quickly rose through the ranks of the industry to AVP in a widely known mutual fund company. He then shifted his focus, becoming a full-time real estate investor and derivatives trader. In 2019, Omar and his business partner and best friend, Matthew Todman, founded Theta Trading. Theta is a financial education company that has taught over 1500 people beginner to advanced trading techniques along with personal finance and investing concepts that he believes everyone should know. Omar is an entrepreneur, a real estate investor, a proud dad, and a passionate educator of financial literacy. You can reach Omar at omar@thetatradingco.com.

Transcript

Transcript coming soon

Foundations
Erin

The Foundations

These are the core concepts and practices that are essential for wholesome and fulfilling living.  Consider them the solid base as we explore how to develop your own unique equation and personal strategy.

Read More »
Podcast
Erin

Charles Achampong on Worldwide Family Travel & The Power of The Pause

Have you ever dreamed about taking a break from your daily routine and travelling the world with your family? This week’s guest, Charles Achampong, did exactly that – put his regular life on pause and travelled the world for 6 months with his wife and two young kids. Together, we talk about things that are central to fulfillment, such as using travel as a catalyst for personal growth, finding joy in the ordinary, and learning to beautifully colour outside the lines. We dig into the power of pausing and the steps Charles and his family took to make this happen so that, if interested, you can make it happen in your life too!

Read More »
Podcast
Erin

Kristy Shen on Financial Independence, Retire Early (FIRE)

“Stop Working, Start Living”. Those powerful words grace the cover of the life-changing book “Quit Like a Millionaire”, expertly written by Kristy Shen and Bryce Leung. In this week’s episode, I have the opportunity to chat with Financial Independence, Retire Early (FIRE) guru Kristy Shen about all kinds of freedom – financial freedom, time freedom, freedom from stuff and location freedom. In our conversation, we discuss strategies to retire early, optimize your money and live your dream of travelling the world. We also dig into her evolving appreciation for the gray in FIRE and in life.

Read More »
Podcast
Erin

Crystal Richard on Entrepreneurship and New Brunswick Travel

In this week’s episode, we get to know Crystal Richard (a.k.a. the East Coast Mermaid). I stumbled across Crystal on our trip to Atlantic Canada when her online blog made it feel like our family had a new best friend giving us a private, guided tour of Grand Manan Island. Together, we dig into her experience as an entrepreneur, how she finds creativity in storytelling and why we should all develop a coastal crush on New Brunswick.

Read More »